Aprio Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Aprio Wealth Management's BNY Position: Q2 2026 in Review
Aprio Wealth Management reduced its Bank of New York Mellon (BNY) stake by 10% in Q2 2026, selling an estimated $56.3K and leaving 3,713 shares worth $537K. The position accounts for 0.03% of the portfolio, ranked #365.
Aprio Wealth Management first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Aprio Wealth Management held 3,713 shares of Bank of New York Mellon worth $537K as of Q2 2026.
- Aprio Wealth Management sold 412 Bank of New York Mellon shares in Q2 2026, an estimated $56.3K.
- Bank of New York Mellon made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #365 holding.
- Aprio Wealth Management first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
- 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.